Spdr S&p 500 Etf shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $900k | 1.7k | 522.98 |
| 2023-12-31 | $830k | 1.7k | 475.21 |
| 2023-09-30 | $746k | 1.7k | 427.36 |
| 2023-06-30 | $877k | 2.0k | 443.38 |
| 2023-03-31 | $1.0M | 2.4k | 409.45 |
| 2022-12-31 | $999k | 2.6k | 382.47 |
| 2022-09-30 | $933k | 2.6k | 357.06 |
| 2022-06-30 | $903k | 2.4k | 377.19 |
| 2022-03-31 | $998k | 2.2k | 451.79 |
| 2021-12-31 | $1.2M | 2.4k | 475.09 |
| 2021-09-30 | $1.0M | 2.4k | 429.27 |
| 2021-06-30 | $1.1M | 2.7k | 428.09 |
| 2021-03-31 | $915k | 2.3k | 396.28 |
| 2020-12-31 | $793k | 2.1k | 373.70 |
| 2020-09-30 | $859k | 2.6k | 335.02 |
| 2020-06-30 | $729k | 2.4k | 308.38 |
| 2020-03-31 | $515k | 2.0k | 257.50 |
| 2019-12-31 | $644k | 2.0k | 322.00 |